Plan Snapshot
- Plan Sponsor: Capital Premium Financing, LLC
- Sponsor EIN: 820423224
- Sponsor Address: 12235 SOUTH 800 EAST, DRAPER, UT, 84020
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $9.2M | $373,020 | $768,641 |
| 2023 | 148 | $7.4M | $318,343 | $634,311 |
| 2022 | 141 | $5.7M | $288,951 | $577,978 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $64,951 | $33,645 | $29,782 | — | — |
| 2023 | $54,818 | $29,108 | $21,193 | — | — |
| 2022 | $51,310 | $27,752 | $23,558 | — | — |